William Roller is a CFA, CFP-designated registered investment advisor at Beacon Rock Wealth Advisors, based in Camas, WA, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Schedule shown is for equities/mutual funds/wrap accounts. Bond fees are lower (First $1M: 1.000%, Second $Million 0.750%, Amounts over $2 Million 0.500%). Fees may be negotiable. Long-short strategies have a 2% management fee and 20% incentive fee.
Fee Estimator
Location
2005 SE 192nd Ave Ste 200, Camas, WA, 98607-7475
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William owns a share of a Cessna 182 through N58518 Flying Club, LLC, and is a loan officer for Prestige Mortgage Services, Inc. The loan officer role takes a few hours per week and is not investment related.
Employment History
Current Registrations
Beacon Rock Wealth Advisors
Previous Registrations
First Montauk Securities CORP.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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